Jonathan Eugene Byrd II
Investment Adviser Representative at Creativeone Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Eugene Byrd II is an investment adviser representative with Creativeone Wealth, LLC in Greenwood, IN, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Indiana, Kentucky, Michigan, and Ohio.
Registrations & licenses
- Investment adviser:
- Indiana, Kentucky, Michigan, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CreativeOne Wealth, LLCMar 2026 – no end date reportedOverland Park, KS
- Sparrow Property Management, LLCNov 2018 – no end date reportedGreenwood, IN
- Byrd Enterprises Inc.Jan 2015 – no end date reportedGreenwood, IN
- Go Figure Racing, Inc. DBA Indianapolis SpeedromeNov 2016 – May 2024Indianapolis, IN
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Creativeone Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial advisory services and continuity planning, offered through CreativeOne Wealth, LLC and CreativeOne Securities, LLC.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 217
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Overland Park, KS
- SEC file number:
- 801-106677
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 4, 2026
View full firm profileOther advisors at Creativeone Wealth, LLC
Showing 12 of 217 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Eugene Byrd II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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